Date: Fri, 29 Mar 2024 14:39:47 +0000 (UTC) Message-ID: <684803625.11.1711723187852@2a53aecdc85d> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_10_1749889605.1711723187852" ------=_Part_10_1749889605.1711723187852 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Cost Allocation allows for a TMC/Customer to either manually "upload" a = file or set up an =E2=80=9CAutomated Feed.=E2=80=9D Custom Fields do not al= low for either
Cost Allocation configuration is 'limited' to only appear on the "Purcha= se Page" and =E2=80=9CTrip Planner=E2=80=9D page . Custom Fields may be dis= played throughout the booking process
Cost Allocation and Custom Fields are both available on desktop or mobil= e
Cost Allocation Max file size is: 50MB. Custom Fields M= ax Character limitation is: Configuration (list type) option labels an= d values fields only allow the admin to enter 4000 characters max
Cost Allocation feeds can be automated for a one time set up fee. SOW re= quired
Cost Allocation enablement requires a ZK property update. Enablement to = be requested via a support ticket. No SOW required
Cost Allocation feature allows for nesting. Custom Fields do not offer n= esting. Nesting allows the user to choose a "Parent Value" and in turn, pre= sents the option for the "Child Value" nested under the =E2=80=9CParent=E2= =80=9D
Cost Allocation and Custom field data can be written to PNR scripts per = the specs of the TMC/Customer
Support forwards ticket to Travel Configuration Team
If Automation is requested, Configuration Manager sends request to Sales= , so they can reach out to TMC/Customer to complete SOW
Once signed, Sales sends back to Configuration Manager, so they can atta= ch to SFTP request
Searchable Fields:
Allocation Name
Allocation Code
Search Results Displayed Fields:
Allocation Name
Template/Upload Fields: All headers must be prese= nt whether they are used or not (specifically for the last three)
Segment Name=E2=80=93 Required - is configured in the UI
Allocation Name =E2=80=93 Required - maximum length of 45 characters and= MUST BE UNIQUE, no duplicate entries allowed
Allocation Description =E2=80=93 Not Required - maximum length of 180 ch= aracters
Allocation Code =E2=80=93 Required if you want to capture a numeric valu= e or string - maximum length of 45 characters
Parent Allocation Name =E2=80=93 Required if Nesting one Allocation to a= nother - Optional field unless you are using Nested field
Expense Approver ID - Not applicable for Travel, howver, must be include= d as a header
Expense Approval Threshold Amount - Not applicable for Travel, however, = must be included as a header
Travel Approval External ID =E2=80=93 Not Required, however, must be inc= luded as a header
Nested Fields:
In the case of a nested segment, the Parent Allocation name must exist/b= e configured, in order for it to upload successfully
For Cost Allocation Template, please email travelcustome= rsuccess@deem.com for the template. (See below)
You can also export the template from the site configuration.
File header is empty
File header has lesser number of fields than expected
File header names validation
Ensure ALL columns and headers are included in the file - use the templa= te, and ensure the headers are added correctly
Input Segment Name is not present in the system
Parent Segment not found in system for the input Parent Allocation name<= /p>
Input Parent Allocation name is not present in the system
Linking active child allocation to inactive parent allocation
Parent allocation's segment is not the parent of the segment that owns t= he child allocation
Duplicate Allocation Names are NOT allowed
Here is the list of special characters that are supported in Allocation = Name, Allocation Code, and Segment Name: ! @ # $ % ^ * ( ) _ - + =3D { : ; = } [ < , . > ] ? / " | \
Important Notes:
Following combination of special characters in allocation names caus= es issues in rendering the page: <? ">
While special characters are accep= ted, we highly recommend using alpha-numeric characters and limited use of = special characters
Characters like - (dash), _ (under= score), and . (period) are suggested if special characters are needed
CSV file only file type accepted
Cost Allocation does not impose a =E2=80=98character limitation per se,= =E2=80=99 however, only allows a maximum file size of 50MB
Purchase Page Placement is directly above Custom Fields
Type-ahead feature to accommodate large files and long lists of data
=If a TMC/Customer needs "SFTP and Automated Feed," a SOW will need to be= completed
If a TMC/Customer merely wants to enable the Cost Allocation to do 'rand= om' manual uploads and only needs the cost allocation enabled on the partic= ular site: No SOW, No Cost
Log into the Dashboard
Go to Services Tab
Under Expense > Click on General Settings > Under= Configurations, click on Cost Allocation
There is a default Segment Name titled =E2=80=9CProject=E2=80=9D and it'= s inactive. You can use this field and "rename it" to the customer spec OR = create a New Segment and Name
To Enable/Activate the "Project," click on the Edit link and check the "= Active" box, and SAVE.
Once the Cost Segment Name is created, you are ready to create the Cost = Allocation upload file. See Cost Allocation Template Sample with Data = and FAQ for instructions
You can "Manually ADD" the elements to be included in the "dropdown/type= ahead list," by Clicking the Add New Project bu= tton and entering the Allocation Name, Allocation Code and SAVE
Or you can prepare the template with the Allocation Names, Allocation Co= des, and upload the file
Manual Upload: Complete the template with your data, save to your = desktop, and Upload Allocations
Now are ready to Test: Impersonate a user, book a car, and when you get = to the purchase page, verify that the Cost Allocation Project appears as pe= r your upload.
Once you have completed testing, go back to the Cost Allocation Configur= ation > Edit the Project > Uncheck the Active box; OR you can merely = go to Display Configurations, and set the Cost Allocation Integration, and = set the enablement radio button to "No." This will prevent this option from= being live.
Appears on the Purchase Page ONLY
Nested Cost Allocations are supported